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Vice-President · Magnolia Financial Planning Services, Inc.

Jason S. White

CRD 5460559 · Named on Form ADV at one SEC-registered adviser

At a glance

Magnolia Financial Planning Services, Inc., an SEC-registered wealth manager based in Seneca, SC with $226 million in regulatory assets, lists Jason S. White on its Form ADV as Vice-President, a control person.

Firms and roles

AtlasMembers

Jason’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Robby T. BryantPresident, Chief Compliance Officer, Magnolia Financial Planning Services, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.